<h2>WooCommerce Store Credit & Loyalty System – Turn First-Time Buyers Into Repeat Customers</h2>
<p>Account Funds lets you create a complete store credit, cashback, and customer rewards system for WooCommerce. Award cashback on purchases, reward milestone actions like signups and reviews, issue refunds as store credit, sell prepaid store credit products, and let customers top up their balance. Everything you need to keep revenue in your ecosystem and customers coming back.</p>
<figure id="attachment_18734006174337" aria-describedby="caption-attachment-18734006174337" style="width: 896px" class="wp-caption alignnone"><img class="wp-image-18734006174337 size-medium" title="Account Funds checkout with store credit" src="https://woocommerce.com/wp-content/uploads/2012/08/Add-new-cashback-reward-‹-wc98-—-WordPress-2026-01-03-at-4.04.41-PM.png?w=896" alt="Adding cashback rewards with Account Funds for WooCommerce" width="896" height="280" /><figcaption id="caption-attachment-18734006174337" class="wp-caption-text">Adding cashback rewards with Account Funds for WooCommerce</figcaption></figure>
<h2></h2>
<h2 style="color: #f5247d">What You Can Do With Account Funds</h2>
<ul>
<li><strong>Cashback rewards on purchases</strong>: Award store credit when customers pay for orders or purchase specific products. You can set percentage-based or fixed amounts, and the eligibility system lets you control minimum order values, restrict to specific product categories, or exclude sale items and coupon orders.</li>
<li><strong>Milestone rewards for customer actions</strong>: Give store credit when customers register an account or leave product reviews. Great for building loyalty from day one.</li>
<li><strong>Partial payments with store credit</strong>: Customers can apply their available balance and pay the difference with credit card, PayPal, or any other WooCommerce payment gateway. No all-or-nothing restrictions that frustrate shoppers who don’t have enough balance to cover the full order.</li>
<li><strong>Refund to store credit</strong>: Issue refunds instantly to customer balances instead of waiting 3-10 business days for payment processor refunds. Keeps revenue in your store while giving customers immediate resolution.</li>
<li><strong>Store credit products</strong>: Sell prepaid store credit at full price or discounted, which works well for WooCommerce gift cards, B2B prepayment accounts, or promotional bundles (for example, customers pay $80 for $100 credit).</li>
<li><strong>My Account top-up</strong>: Customers can add funds directly from their account page. You control the minimum and maximum top-up amounts.</li>
<li><strong>Admin balance management</strong>: View all customer store credit balances at a glance from the WordPress Users screen, make manual adjustments, and track complete transaction history for accounting and customer service.</li>
<li><strong>WooCommerce Subscriptions compatibility</strong>: Works with <a href="https://woocommerce.com/products/woocommerce-subscriptions/">WooCommerce Subscriptions</a> and <a href="https://woocommerce.com/products/constellation/">Constellation</a> for prepaid subscription payments and recurring credit awards as part of a membership.</li>
</ul>
<h2 style="color: #f5247d">Why Store Credit Beats Points Programs</h2>
<p>Points-based WooCommerce loyalty programs add complexity. Customers need to understand conversion rates, remember point values, and do math at checkout. Store credit is simpler: $10 credit means $10 off. No confusion, no friction.</p>
<p><strong>Account Funds advantages over WooCommerce points and rewards plugins:</strong></p>
<ul>
<li><strong>Real currency, not abstract points</strong>: Customers see “$15.00 balance” not “1,500 points.” No conversion confusion at checkout.</li>
<li><strong>Flexible award triggers</strong>: Cashback on orders, product purchases, account registration, and reviews. You configure exactly when and how credit is earned.</li>
<li><strong>Works like a payment gateway</strong>: Store credit appears at checkout alongside credit cards and PayPal. Customers understand it immediately because it behaves like any other payment method.</li>
<li><strong>Refund workflow built-in</strong>: Turn refunds into future purchases with one click. Most points plugins don’t handle this use case at all.</li>
<li><strong>B2B prepayment ready</strong>: Wholesale customers can prepay with store credit products. No points-to-dollars conversion needed for invoicing or accounting.</li>
</ul>
<h2>Common Use Cases</h2>
<h3>Customer Loyalty & Retention</h3>
<p>Award cashback on all orders to encourage repeat purchases. Customers who have a store credit balance are significantly more likely to return than those who don’t, since they’ve already got money in your store.</p>
<h3>Registration Incentives</h3>
<p>Give store credit when customers create an account. This converts guest checkouts into registered customers you can market to, and the credit balance gives them a reason to come back.</p>
<h3>Review Rewards</h3>
<p>Award store credit for each product review. You’re building social proof while giving customers a reason to engage after purchase. Set it to $2, $5, or whatever makes sense for your margins.</p>
<h3>Refund Retention</h3>
<p>Offer refunds as store credit instead of processing payment gateway refunds. You keep the revenue in your ecosystem while resolving customer issues faster than traditional refund processing.</p>
<h3>Gift Cards & Prepaid Credit</h3>
<p>Sell store credit products as WooCommerce gift cards. Customers can purchase credit for themselves or as gifts for others, and the balance applies automatically at checkout without coupon codes.</p>
<h3>B2B & Wholesale Accounts</h3>
<p>Let business customers prepay for orders. They add $500 to their account, you fulfill orders against that balance. This simplifies invoicing for repeat B2B customers and reduces payment friction on every order.</p>
<h3>Membership Benefits</h3>
<p>Grant monthly store credit to members using WooCommerce Subscriptions or Constellation. A $25/month membership that includes $10 store credit encourages members to make additional purchases beyond just claiming their membership benefit.</p>
<h2 style="color: #f5247d">How It Works</h2>
<p><strong>For customers:</strong> Store credit appears as a payment method at checkout. They can use their full balance or combine it with another payment method for partial payment. Their balance is visible in My Account and throughout the shopping experience.</p>
<p><strong>For store owners:</strong> Create cashback and milestone rewards from dedicated admin screens under Account Funds. Set eligibility rules, award caps, and active/inactive status. View all customer balances from the WordPress Users screen, and process refunds to store credit with one click from any order.</p>
<h2>Track Everything With Built-In Reports</h2>
<p>See deposits, redemptions, and balances over time. Filter by date range, view per-customer transaction history, and understand how store credit flows through your business. Reports show total deposits, usage rates, and outstanding liabilities for accounting purposes.</p>
<h2>Requirements</h2>
<ul>
<li>WooCommerce 8.2 or higher</li>
<li>PHP 7.4 or higher</li>
</ul>
<h2 style="color: #f5247d">Frequently Asked Questions</h2>
<h3>Can store credit expire?</h3>
<p>Yes. When configuring rewards, you can set expiration periods. Credit expires based on when it was earned, not when the reward was created.</p>
<h3>Does this work with WooCommerce Subscriptions?</h3>
<p>Yes. Customers can use store credit to pay for subscription renewals, and you can award store credit as part of an ongoing subscription or membership benefit.</p>
<h3>Can I rename “Store credit” to something else?</h3>
<p>Yes. In Account Funds settings, you can customize the customer-facing label to “Account funds,” “Store points,” “Wallet balance,” or whatever term fits your brand.</p>
<h3>Does partial payment work with all payment gateways?</h3>
<p>Yes. When partial payment is enabled, customers can apply their store credit balance and pay the remaining amount with any active WooCommerce payment gateway: Stripe, PayPal, Square, or any other.</p>
<h3>Can I exclude certain products from store credit payment?</h3>
<p>Store credit works as a payment method for all products. For cashback rewards specifically, you can configure eligibility rules to include or exclude specific products, categories, and product types.</p>
<h3>Is there a REST API?</h3>
<p>Yes. Account Funds extends the WooCommerce REST API to include customer balances and transaction data, which is useful for mobile apps, external integrations, or custom reporting dashboards.</p>
<p>Made by <a href="https://kestrelwp.com"><img src="https://static.kestrelwp.com/kestrel-logo.png" alt="Kestrel logo" width="200" height="45" /></a></p>

Account Funds

<p>Award cashback, reward signups and reviews, issue refunds as store credit, and sell prepaid credit products. Complete WooCommerce loyalty system.</p>

<p><span style="font-weight: 400">The official Zapier integration for WooCommerce. It syncs orders, products, customers, coupons, subscriptions, memberships, and bookings with 9,000+ other apps in both directions. To build a new automation, type what you want in plain English and Zapier sets it up for you. Drop AI steps into any workflow that has to handle order notes, support messages, or anything else where the input isn’t predictable. Or skip the dashboard entirely and run store tasks from Claude or ChatGPT through the Zapier MCP.</span></p>
<h2>Powerful Automation Features for WooCommerce</h2>
<h3>Deterministic Zaps plus AI steps</h3>
<p><span style="font-weight: 400">For predictable jobs like sending paid orders to Xero or syncing stock from your ERP, a Zap with mapped fields is exactly what you want. For the parts that aren’t predictable, like a customer’s order note asking for gift wrap or “leave on porch”, drop an AI step inside the same Zap. The accounting stays exact. The AI handles only what AI is good at.</span></p>
<h3>Build automations by typing what you want</h3>
<p><span style="font-weight: 400">Tell Zapier “when I get a paid WooCommerce order, create an invoice in Xero and add the customer to Mailchimp.” It sets up the Zap for you. Work that used to take an hour of clicking through field mappings now takes a minute of typing.</span></p>
<h3>Manage your store from Claude or ChatGPT</h3>
<p>Connect Zapier’s MCP to whichever AI chat tool you already use, then run store tasks in conversation. “Mark yesterday’s orders as completed.” “Add tracking 1Z999AA1 to order #4521 and email the customer.” One MCP connection covers every WooCommerce action you’ve enabled, so you don’t have to configure a separate MCP for each tool.</p>
<h3>Two-way sync across your whole store</h3>
<p><span style="font-weight: 400">Orders, products and variations, customers, coupons, subscriptions, membership plans, user memberships, and bookings all flow in both directions between WooCommerce and 9,000+ apps. That includes the ones you’d expect (Xero, QuickBooks, Mailchimp, HubSpot, Slack, Google Sheets) plus a long tail of the ones you probably haven’t heard of until the day you need them.</span></p>
<h3>Real time, not scheduled</h3>
<p><span style="font-weight: 400">Zaps fire the instant something happens in your store. A paid order becomes an invoice in Xero; a subscription cancels and your CRM gets the news. The work happens even when your laptop’s closed.</span></p>
<h3>Set it up once, forget it forever</h3>
<p>Most merchants spend the first month building automations and the next five years just watching them run. Pick a trigger, map the fields once, and the job keeps doing itself.</p>
<h2>What you can build</h2>
<h4>Smart order processing</h4>
<p>Paid WooCommerce orders go straight to Xero, QuickBooks, or FreshBooks as invoices. An AI step inside the same Zap can read the customer’s note (“leave on porch”, “gift wrap, no receipt”, “delay until Monday”) and route the order differently from there.</p>
<h4>Natural-language store management</h4>
<p>With Zapier MCP connected to Claude or ChatGPT:</p>
<ul>
<li>“Mark yesterday’s orders as completed.”</li>
<li>“Add tracking number 1Z999AA1 to order #4521 and email the customer.”</li>
<li>“What’s my best-selling product this month?”</li>
</ul>
<p>You decide which actions can run freely and which need your approval first. Useful for merchants who rarely log in to WooCommerce and just want to mark orders shipped from their phone.</p>
<h4>CRM and email marketing</h4>
<p>Sync new customers and order data to HubSpot, Mailchimp, Campaign Monitor, ActiveCampaign, Zoho CRM, PipeDrive, or any of 50+ other systems. Use an AI step in between if you want to enrich the customer record or assign them to a segment before the data lands.</p>
<h4>Inventory sync</h4>
<p>Keep WooCommerce stock levels in lockstep with Xero, QuickBooks, your warehouse system, or a spreadsheet. No more “I ordered it but it turns out you’re out of stock for two months” emails to angry customers.</p>
<h4>Notifications</h4>
<p>SMS, email, Slack, or Microsoft Teams alerts when an order status changes, stock drops below a threshold, or a subscription renews. Filter so only the people who need to act get pinged.</p>
<h4>Help desk</h4>
<p>Auto-create tickets in Zendesk, Help Scout, or Freshdesk when a refund or dispute status fires. An AI step can summarise the issue before the ticket opens, so your support team gets context rather than just an order ID.</p>
<h4>File management and reporting</h4>
<p>Push order data into Google Sheets, Dropbox, or Google Drive. Generate monthly reports automatically on the first of the month. This is the kind of task that feels “not worth automating” until you realise it then runs forever for free.</p>
<h2>The Latest Zapier Capabilities</h2>
<ul>
<li><strong>AI-Powered Zap Creation</strong><br />
Create Zaps with plain English prompts (e.g., “Sync WooCommerce orders to Google Sheets”) for instant automation.</li>
<li><strong>Zapier MCP</strong><br />
The fastest way to let your AI assistant(s) interact with WooCommerce and thousands of other apps.</li>
<li><strong>Zapier AI Actions</strong><br />
Enable AI platforms to perform 30,000+ actions (e.g., send Slack messages, update HubSpot) using natural language.</li>
<li><strong>Zapier Agents</strong><br />
Build AI agents to automate tasks like lead enrichment or customer support across 9,000+ apps.</li>
<li><strong>AI Chatbots</strong><br />
Create custom chatbots in Zapier Interfaces to answer queries and automate tasks like CRM updates.</li>
<li><strong>Zapier Canvas with AI</strong><br />
Map processes visually, with AI suggesting optimizations and converting diagrams into Zaps.</li>
<li><strong>AI-Driven Formatter</strong><br />
Auto-formats data in Zaps (e.g., reformat WooCommerce orders for Google Sheets) with AI suggestions.</li>
</ul>
<h3>Ready to Supercharge Your WooCommerce Store?</h3>
<p>Join thousands automating with Google Sheets, HubSpot, MailChimp, and more. Try Zapier Integration risk-free with our 30-day money-back guarantee.</p>
<h3>Screenshots</h3>
<h4 style="text-align: center">Available Triggers</h4>
<p><img class="alignnone wp-image-18734003120224 size-full" src="https://woocommerce.com/wp-content/uploads/2013/09/woocommerce-zapier-triggers.png" alt="Available WooCommerce Zapier Triggers" width="3450" height="1580" /></p>
<h4 style="text-align: center">Order Trigger Events</h4>
<p><img class="alignnone wp-image-18734003120223 size-full" src="https://woocommerce.com/wp-content/uploads/2013/09/woocommerce-zapier-order-trigger-rules.png" alt="WooCommerce Zapier Order Trigger Events" width="3452" height="1970" /></p>
<h4 style="text-align: center">Example Zap: New Subscribers Get a Unique Coupon Code Automatically</h4>
<p><img class="aligncenter size-full wp-image-18734002155881" src="https://woocommerce.com/wp-content/uploads/2013/09/woocommerce-zapier-new-subscriber-coupon-2023.png" alt="Example Zap: New Subscribers Get a Unique Coupon Code Automatically" width="980" height="709" /></p>
<h4 style="text-align: center">Easy Zap Management</h4>
<p><img class="size-full wp-image-18734002155884 aligncenter" src="https://woocommerce.com/wp-content/uploads/2013/09/woocommerce-zapier-easy-zap-management-2023.png" alt="Easy Zap Management" width="980" height="408" /></p>
<h4 style="text-align: center">Zapier Task History in Your WooCommerce Dashboard</h4>
<p><img class="alignnone wp-image-18734003120225 size-full" src="https://woocommerce.com/wp-content/uploads/2013/09/woocommerce-zapier-task-history-wordpress.png" alt="WooCommerce Zapier Task History Screen" width="2520" height="1864" /></p>

Zapier Integration

<p>WooCommerce connected to 9,000+ apps, with AI steps inside your workflows and plain-English store management through Claude or ChatGPT. No code required.</p>

Account Funds vs Zapier Integration